CPI Hits 7.5% : What it Means to Us… | February 12, 2022

CPI Hits 7.5% – What It Means to Us… Headline CPI for January surprised on the upside registering 7.5% vs. expectations of 7.3%. What makes it more of a surprise is that the day before, the ‘whisper number’ was that CPI would come in below expectations. The cause of the higher number is a scheduled […]
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Bear Market Bounces | February 5, 2022

Bear Market Bounces Investopedia describes a bear market rally as follows: “…a period inside of a bear market in which prices of stocks temporarily increase, sometimes quite sharply, before returning to new lows. This rise in prices is typically a short-lived increase, sometimes lasting anywhere from days to months, amidst an overall long-term downward trend […]
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A Large Bubble in Search of a Large Pin | January 22, 2022

A Large Bubble in Search of a Large Pin We have been telling you for a long time that markets are expensive. This week, they got a little cheaper. Is it over? Yes and no. Markets don’t go down in straight lines and this market is very oversold on a short-term basis, so a rally […]
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It Gets Worse Before It Gets Better | January 15, 2022

It Gets Worse Before It Gets Better Sometimes Wall St. gets so involved in the details that it misses the forest for the trees. And then there are times when we are brought back to the simple basics and that happened this week in a webinar from DoubleLine Capital founder, Jeff Gundlach. Here is the […]
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WARNING! Use Extreme Caution! | January 1, 2022

WARNING! Use Extreme Caution! “After two years of ‘up, up, up’ this must be a great time to be an advisor – it just doesn’t get much easier than this!” This theme was more common than expected as we exchanged holiday wishes with friends and clients. The reality is just the opposite. This environment is […]
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